See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,316 | $95,862-56.9% | $79,550-48.1% | $134,475-69.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -18.92% | -2.69%-16.2pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,801 | $3,128-42.4% | $2,413-25.4% | $4,740-62.0% |
| Participant deferral / active EE | $4,781 | $4,693+1.9% | $3,985+20.0% | $6,400-25.3% |
| Admin fee / account holder | $1,968 | $9,126-78.4% | $6,832-71.2% | $11,426-82.8% |